Client Engagement - Portfolio Solutions Group – Graduate-Level Internship at Morgan Stanley

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Apr, 26

Salary

55.0

Posted On

13 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Engagement, Market Research, Communication Skills, Attention to Detail, Team Collaboration, Financial Data Analysis, PowerPoint, Word, Excel, Business Development, Portfolio Management, RFP Completion, Client Relationship Management, Multilingual Skills, Investment Knowledge, Project Management

Industry

Financial Services

Description

Play a key support role in PSG business development by updating and customizing marketing materials, gathering new business opportunities, and serving as a resource for new and existing client inquiries. Assist in the completion of Request for Proposals (RFPs) and other client questionnaires. Alongside other Portfolio Specialists on the team, contribute to managing existing client relationships and help coordinate client deliverables and review meetings. Support the production of thoughtful and timely market outlook, portfolio activity and thematic investment content for existing and prospective clients. Work alongside sales and other Portfolio Specialists on the team to help organize roadshows and meetings to promote the PSG offerings and drive new business. Perform market research to keep abreast of product trends and ensure PSG's product suite is innovative and in line with sales teams' expectations. Liaise with other teams within MSIM, including Legal, Compliance, Risk, Sales, Marketing, and Product Management, to ensure successful coordination and servicing of client accounts, particularly as it relates to materials. Provide ongoing support to the Portfolio Specialist team on ad-hoc requests. Liaise with Mumbai-based colleagues on client reports, market commentaries, and required client deliverables. An undergraduate in business, finance, marketing or other related field. Knowledge of multi-asset and/or alternative investments beneficial. Spanish, Arabic or Mandarin speaking beneficial. 0-3 years of experience in the financial services industry, in an investment/portfolio specialist, sales, investor relations, business development or marketing capacity preferred. Excellent written and verbal communication skills. Ability to manage and execute simultaneous projects and tasks without reminders. Strong attention to detail. Team player who enjoys working with others and reaching out proactively throughout the firm to gather information. PSG serves a global client base. Willingness to provide exceptional ongoing and bespoke service requires flexibility, meeting tight timelines, and thriving in a fast-paced work environment. Experience reviewing complex financial data sets is a plus. Highly proficient in PowerPoint, Word and Excel. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be $55 per hour at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Responsibilities

The intern will support business development by updating marketing materials, gathering new business opportunities, and assisting with client inquiries. They will also help manage client relationships and coordinate deliverables.